Steward Partners Investment Advisory, LLC - PERSONALIS INC ownership

PERSONALIS INC's ticker is PSNL and the CUSIP is 71535D106. A total of 94 filers reported holding PERSONALIS INC in Q3 2020. The put-call ratio across all filers is 0.66 and the average weighting 0.4%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of PERSONALIS INC
ValueSharesWeighting
Q4 2022$1981000.0%0.00%
Q3 2022$01000.0%0.00%
Q2 2022$0
-100.0%
1000.0%0.00%
Q1 2022$1,0000.0%100
-4.8%
0.00%
Q4 2021$1,000
-50.0%
1050.0%0.00%
Q3 2021$2,000
-33.3%
1050.0%0.00%
Q2 2021$3,000
-99.9%
105
-47.5%
0.00%
Q1 2021$4,922,000
+122950.0%
200
+100.0%
0.00%
Q4 2020$4,000
+100.0%
1000.0%0.00%
Q3 2020$2,000
+100.0%
1000.0%0.00%
Q2 2020$1,0001000.00%
Other shareholders
PERSONALIS INC shareholders Q3 2020
NameSharesValueWeighting ↓
Wellington Shields & Co., LLC 920,478$17,710,0006.18%
Wellington Shields Capital Management, LLC 910,786$17,524,0002.39%
Monarch Partners Asset Management LLC 259,397$4,991,0000.73%
Pier Capital, LLC 302,786$5,826,0000.60%
PACIFIC HEIGHTS ASSET MANAGEMENT LLC 260,000$5,002,0000.47%
Green Alpha Advisors, LLC 26,086$502,0000.35%
PURA VIDA INVESTMENTS, LLC 479,651$9,228,0000.28%
ARK Investment Management 5,165,360$99,382,0000.24%
Vigilare Wealth Management 10,440$201,0000.12%
MARSHALL WACE, LLP 1,292,248$24,862,0000.10%
View complete list of PERSONALIS INC shareholders